Our People


Advisers


Gavin Roberts

Gavin is a specialist in the pension and investment market. As well as holding a Masters in Business Administration, he is both a Fellow of the Personal Finance Society and a Chartered Financial Planner. These accolades are the highest awarded by the Chartered Insurance Institute and puts him in the top five per cent of all financial advisers in the United Kingdom.

Barrie Roberts

Barrie has provided financial advice to clients for over 38 years, having experienced and advised clients through some of the largest changes in the world economy. Barrie is diploma qualified and has worked in the UK's largest financial organisations, bringing a depth of experience and knowledge that clients value.

Customer Support Staff


Lynsey Woolridge

Service & Operations Manager

Working within financial services for over 17 years, Lynsey’s role is to manage the administration of the Telford office. Her responsibility is to ensure all client servicing is completed to the highest standards. Lynsey lives in Telford, has two children and is currently studying towards the Diploma in Regulated Financial Planning.

Kate Bench

Paraplanner / Technical Administrator

Kate brings a wealth of experience and is an expert in all aspects of pension, investment and life insurance. She holds financial services qualifications in her own right through the Chartered Insurance Institute and is studying towards the Diploma in Regulated Financial Planning. Kate previously joined Chartered Independent in 2014 and after a few years of living away, she has recently relocated back to Telford with her partner and daughter.

Alex Green

Paraplanner / Technical Administrator

After graduating with a Business & Finance degree from Coventry University in 2012, Alex began working in Financial Services in 2014. He specialises in pension and investment analysis, holding financial services qualifications through the Chartered Insurance Institute. He aims to progress towards the Advanced Diploma in Financial Planning and in his leisure time enjoys collecting vinyl records and restoring furniture.

Adam Phillips-Stokes

Financial Service & Operations Apprentice

Adam joined Chartered Independent in September 2017 under the Government Higher National Apprenticeship scheme after achieving excellent A-Level grades in Business Studies, Psychology, English and Geography. His career goal is to complete his Financial Services qualifications, working towards becoming an Independent Financial Adviser. In his spare time, Adam regularly attends the gym and enjoys playing and watching football.

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